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西门子收购Dotmatics,将其基于人工智能的软件组合扩展到生命科学领域

Siemens acquires Dotmatics to extend AI-powered software portfolio to Life Sciences

西门子 等信源发布 2025-04-02 02:29

可切换为仅中文


“By acquiring Dotmatics, we’re strategically strengthening our position in Life Sciences and creating a world-leading AI-powered PLM software portfolio as part of Siemens Xcelerator. Artificial Intelligence has emerged as a transformative force across various industries, and its application in Life Sciences is becoming increasingly important”, said Roland Busch, President and CEO of Siemens AG. “The Dotmatics acquisition is part of our ONE Tech Company growth program, enhancing our leading position in industrial software and helping our customers to innovate even faster.” .

“通过收购Dotmatics,我们正在战略性地加强在生命科学领域的地位,并作为西门子Xcelerator的一部分,打造一个世界领先的AI驱动的PLM软件组合。人工智能已成为各行各业的变革力量,其在生命科学中的应用变得越来越重要。”西门子股份公司总裁兼首席执行官罗兰·布希表示,“收购Dotmatics是我们ONE Tech Company增长计划的一部分,这将提升我们在工业软件领域的领先地位,并帮助我们的客户更快速地创新。”

“The acquisition of Dotmatics drives strong revenue synergies and is highly profitable and cash generative. Financing will be provided primarily through the sale of shares in listed companies, including Siemens Healthineers,” said Ralf P. Thomas, CFO of Siemens AG.

“收购Dotmatics将带来强劲的收入协同效应,且高度盈利并能产生现金流。融资将主要通过出售包括西门子医疗在内的上市公司股份来提供,”西门子股份公司首席财务官拉尔夫·P·托马斯表示。

“Following an exciting journey with Insight Partners, where Dotmatics achieved remarkable growth and portfolio expansion, we are thrilled to announce our new chapter with Siemens,” said Thomas Swalla, CEO of Dotmatics. “Combining our next-generation scientific intelligence platform and industry-leading scientific applications together with Siemens' Digital Twin and AI capabilities, we’ll drive a new wave of innovation in life sciences R&D.

“在与Insight Partners经历了一段激动人心的旅程后,Dotmatics实现了显著的增长和产品组合扩展,我们非常高兴地宣布与西门子开启新的篇章,”Dotmatics首席执行官Thomas Swalla表示。“通过将我们下一代的科学智能平台和行业领先的科学应用,与西门子的数字孪生和人工智能能力相结合,我们将推动生命科学研发领域的新一波创新。”

Together, we'll accelerate innovation cycles for our customers and help scientists make breakthrough discoveries faster than ever before shaping the future of scientific innovation.” .

共同努力,我们将加速客户的创新周期,帮助科学家比以往更快地取得突破性发现,塑造科学创新的未来。

Life Sciences presents an attractive complementary software market opportunity and expands Siemens’ industrial software total addressable market by $11 billion. This market is driven by structural shifts, such as increased medication need driven by aging societies and improved access to medicine, new treatment options from advancing science and the necessity for increased collaboration and visibility across complex value chains.

生命科学领域展现出了一个颇具吸引力的互补性软件市场机会,使西门子的工业软件总体潜在市场增加了 110 亿美元。该市场受到结构性变化的推动,例如老龄化社会带来的药物需求增加和药品获取的改善、科学进步催生的新治疗方案,以及在复杂价值链中提升协作和透明度的必要性。

These trends underscore the need for digital transformation, with software spending expected to double over the next five years. .

这些趋势凸显了数字化转型的必要性,预计软件支出将在未来五年内翻一番。

Siemens' expansion within Life Sciences aligns with its strategic goal to accelerate customer innovation across the top industries with the highest R&D spend. The acquisition is part of the investment track of Siemens’ ONE Tech Company program and following last week’s closing of Altair’s acquisition, yet another milestone.

西门子在生命科学领域的扩展与其加速顶级行业客户创新的战略目标相一致,这些行业的研发投入最高。此次收购是西门子“ONE科技公司”计划投资路线图的一部分,也是继上周完成对阿尔泰尔的收购之后的又一个重要里程碑。

This growth program enables Siemens to further expand its market position and reach the next level of performance and value creation. Through acquisitions like this, as well as R&D investments into areas including software, AI-enabled products, connected hardware and sustainability, Siemens is clearly prioritizing capital allocation to strategic growth fields.

该增长计划使西门子能够进一步扩大其市场地位,并达到业绩和价值创造的下一个水平。通过这样的收购,以及在软件、支持人工智能的产品、互联硬件和可持续性等领域的研发投入,西门子显然正在优先将资本分配到战略性增长领域。

The acquisition of Dotmatics enables Siemens to scale its technologies into Life Sciences and to fully address growth opportunities in this market. It will allow Siemens to combine its comprehensive manufacturing expertise, industrial simulation and AI capabilities with Dotmatics’ leading complementary applications, creating a first-of-its-kind end-to-end digital thread that connects data from research through to production in Life Sciences. .

Dotmatics 的收购使西门子能够将其技术扩展到生命科学领域,并充分把握该市场的增长机会。它将使西门子能够将其全面的制造专业知识、工业仿真和人工智能能力与 Dotmatics 领先的互补应用程序相结合,创建一种前所未有的端到端数字主线,将从研究到生产的生命科学数据连接起来。

Significant synergies

显著的协同作用

Dotmatics is expected to generate more than $300 million revenue in fiscal year 2025 and is highly profitable and cash generative with an adjusted EBITDA margin of above 40 percent. The company’s mid-teens revenue growth and high profitability will be immediately accretive to Siemens’ growth, EBITDA margins and free cash flow, prior to any synergies.

Dotmatics 预计将在 2025 财年实现超过 3 亿美元的收入,且盈利能力强、现金流充裕,调整后的 EBITDA 利润率超过 40%。该公司十几岁的中期收入增长和高盈利能力将立即对西门子的增长、EBITDA 利润率和自由现金流产生增值作用,且这一效果在任何协同效应之前就会显现。

Siemens expects substantial revenue synergies: Medium-term revenue synergies expected of around $100 million per year accelerating to over $500 million per year in the long-term. .

西门子预计将实现可观的收入协同效应:中期预计每年收入协同效应约为1亿美元,长期将加速至每年超过5亿美元。

Capital structure at closing is expected to be within Siemens’ target corridor. Closing of the transaction is anticipated for the first half of fiscal year 2026 subject to customary closing conditions and applicable regulatory approvals.

预计资本结构在交易结束时将处于西门子的目标范围内。本次交易预计在2026财年上半年完成,但需满足惯例的交割条件及适用的监管批准。

About Dotmatics

关于Dotmatics

Dotmatics is a leader in R&D scientific software connecting science, data, and decision-making. Its enterprise R&D platform and applications, including GraphPad Prism, SnapGene and Geneious, drive efficiency and accelerate innovation. More than 2 million scientists and over 14,000 customers trust Dotmatics to help them create a healthier, cleaner, safer world.

Dotmatics是连接科学、数据和决策的研发科学软件领域的领导者。其企业研发平台及应用,包括GraphPad Prism、SnapGene和Geneious,提升了效率并加速了创新。超过200万名科学家和14,000多家客户信赖Dotmatics,帮助他们创造一个更健康、更清洁、更安全的世界。

Dotmatics is a global team of more than 800 people dedicated to supporting its customers in over 180 countries. The company is headquartered in Boston, with 14 offices and R&D teams located around the world. .

Dotmatics 是一家由 800 多人组成的全球团队,致力于为超过 180 个国家的客户提供支持。公司总部位于波士顿,在全球设有 14 个办公室和研发团队。